Insights
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5 minutesDecember 2023 China: fear or FOMO?Ben Buckler on how investors should steer between the twin poles of risk in China.
Read more17 minutesDecember 2023 Why growth, why now?Tough times play to the partnership’s strengths: analysing what enables to adapt and thrive amid rapid change.
Read moreDecember 2023 South-east Asia’s new export starsUnearthing growth companies in Vietnam, Indonesia and Thailand.
Read moreNovember 2023 Spotting the stars amid a surgeRising Japanese markets are flattering old-style companies: better to look for long-term growth.
Read more3 minutesNovember 2023 A view from the frontiersHow Edinburgh Worldwide Investment Trust spots potential disruptors in turbulent times.
Read moreNovember 2023 Aurora: the technology company transforming truckingThe US’s $800bn trucking industry is on track for a shake up with Aurora’s self-driving technology.
Read moreNovember 2023 A net zero initiative updateA reflection on Baillie Gifford’s commitment to the climate transition.
Read more4 minutesDisruption Week 2023 When software meets steelThe ‘next wave’ of companies, mixing the digital and physical realms.
Read more6 MIN WatchNovember 2023 Pacific Horizon Investment Trust: manager insightsWith Asia’s strong financial position, the long-term looks exciting for investors.
Watch4 minutesDisruption Week 2023 AI: a long-term perspectiveWhy investors must put the rise of ChatGPT and other generative AI in context.
Read more4 minutesDisruption Week 2023 Nuclear comebackCould smaller reactors and fusion power herald a new atomic age?
Read more4 minutesDisruption Week 2023 Climate change: imagining the futureThe years ahead are uncertain, but we can turn that to our advantage.
Read more2 minutesNovember 2023 Adding value from climate changeCompanies addressing climate change could create huge societal and economic value over time.
Read more2 minutesNovember 2023 Legally bond: finding underestimated resilienceBy keeping an open mind, we hope to find opportunities other credit investors might overlook.
Read moreNovember 2023 Japan’s new growth opportunitiesSeeking the entrepreneurial firms that could sustain the country’s rally.
Read moreOctober 2023 SAINTS: the case for dividend growthWhy we believe pursuing dividend growth rather than yield is the right way to grow capital.
Read more24 MIN WatchOctober 2023 Investing in private companiesDiscover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.
Watch56 MIN WatchOctober 2023 Climate futures: preparing for uncertaintyHow can we avoid a hothouse world? Head of Climate Change Caroline Cook discusses with experts.
Watch10 MIN WatchOctober 2023 How do we value private companies?Uncover the multiple layers of governance that feed into the valuation of private companies at Baillie Gifford.
Watch2 minutesOctober 2023 Can we mine sustainably?Minerals are key to the energy transition. We believe mining responsibly will bring rewards.
Read more5 minutesOctober 2023 Nuclear fusion: SHINE lights the wayThe cancer-fighting firm that aims to lead a clean energy revolution.
Read moreSeptember 2023 ESG: beyond the growing painsWhy considering environmental, social and governance factors helps us pursue long-term returns.
Read moreSeptember 2023 Joiners’ mateIain McCombie on how Howdens’ kitchens won the building trade’s trust.
Read moreSeptember 2023 Finding China’s A-share jewelsThe country’s domestic markets are rich in companies with the know-how to become global leaders.
Read more7 MIN WatchSeptember 2023 Private company investing mythsBusting three myths that could alter your view about what private company investing is.
WatchSeptember 2023 How Alnylam nips disease in the budThe US-based company’s technology promises to ‘silence’ genetic disorders and target some of the world’s biggest killers.
Read moreSeptember 2023 China’s urge to innovateA nation that once adapted others’ technologies is increasingly leading in innovative products and services.
Read moreSeptember 2023 China revisitedLawrence Burns explores the new landscape of opportunity.
Read moreSeptember 2023 Harnessing the power withinCould we use our bodies’ natural electricity to treat illness? Author Sally Adee explains.
Read moreSeptember 2023 Japan’s secret superstarsThe new generation of companies that’s quietly captured key technology niches.
Read moreSeptember 2023 NVIDIA’s chief accelerates AIHow Jensen Huang overcame adversity to play a pivotal role in accelerating progress.
Read more5 minutesSeptember 2023 Innovation’s drumbeatCharting how technological progress and prosperity march together.
Read moreSeptember 2023 Surfing to successWhy the waves hold the key to the pursuit of long-term growth.
Read moreSeptember 2023 How Microsoft got its mojo backBy shifting the focus from Windows and embracing AI, the firm has revitalised its fortunes.
Read more4 minutesSeptember 2023 Keystone Positive Change Impact ReportIf impact and investing go together, it is important to understand the difference we make.
Read more10 minutesSeptember 2023 Three climate change scenariosConsidering different ways global warming and a transition to new energy sources might occur.
Read more1 MIN WatchSeptember 2023 Archived Disruption Week 2023Glimpse a universe of opportunity at Baillie Gifford’s Disruption Week in November 2023.
Watch8 MIN WatchSeptember 2023 What is private company investing?Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.
Watch7 MIN WatchSeptember 2023 UK Growth Trust manager insightsAn update on portfolio performance, turnover and investment opportunities.
Watch7 MIN WatchAugust 2023 Manager insights: Monks Investment TrustMalcolm MacColl discusses recent performance, portfolio positioning, growth profiles and AI.
Watch47 MIN WatchAugust 2023 Pacific Horizon Trust: Citywire WebinarAn update on investing in Asia with a focus on how economic trends relate to the portfolio.
Watch4 MIN WatchAugust 2023 What does Moderna do?Learn how the Boston-based life science company is disrupting the drug development industry.
Watch9 minutesAugust 2023 The secrets of enduring growthToby Ross reveals the four signs that a company’s growth might endure for decades.
Read moreAugust 2023 Change as a growth driverWe live in changing times. And that will create opportunities for long-term growth investors.
Read more27 minutesAugust 2023 Growth investing across decadesMark Urquhart discusses the science and art of picking growth stocks with enduring potential.
Read moreJuly 2023 Positive Change Impact Report 2022If impact and investing go together, it is important to understand the difference we make.
Read more3 MIN WatchJuly 2023 Stock stories: ClimeworksClimeworks, the company using innovative technology to capture and store CO2 underground safely, measurably and permanently.
WatchJuly 2023 Why now for multi-asset investingWho benefits from the new macro environment? Why multi-asset investing remains a viable option.
Read moreJuly 2023 Navigating a turbulent TurkeyTurkey may be volatile, but there’s opportunity in currency forwards and competitive companies
Read moreJuly 2023 The real deal in propertyIn a challenging environment, discover a European property sector company bucking the trend.
Read more60 MIN WatchJune 2023 Eating better to save ourselvesTim Spector and Henry Dimbleby on what our diet says about our health and the health of the planet.
Watch3 MIN WatchJune 2023 What does Northvolt do?Learn how the Swedish battery company Northvolt is driving change in the EV industry
Watch26 minutesJune 2023 Actual investing: the test of timeStuart Dunbar reflects on the long-term case for Actual investing.
Read moreJune 2023 The history of SAINTSJohn Newlands reveals the roots of the SAINTS success story.
Read moreJune 2023 Investing in innovationWe start by asking “What if?” as we search for those companies that will shape the future.
Read moreMay 2023 A century and a half of SAINTSJames Dow reflects on how the trust has changed over the decades, but stuck to its core values.
Read moreMay 2023 The history of the European Growth TrustHow a trust giving investors access to the European market has found grounds for optimism despite volatility.
Read moreMay 2023 SAINTS: 150 years of incomeJohn Newlands tells the story of the Edinburgh-based company that thrived in good times and bad.
Read more15 MIN WatchMay 2023 China A Shares: in conversationInvestor Sophie Earnshaw explains how we navigate China’s complexity to boost growth potential.
WatchMay 2023 Why the long-term mattersThere’s safety in being one of the crowd but it could stop you from seeing potential rewards.
Read moreMay 2023 Asset allocation: five questionsThe Managed Fund’s asset allocation reflects the view that there are opportunities ahead.
Read moreApril 2023 Climate change innovatorsHow Positive Change targets companies at the forefront of tackling carbon emissions.
Read moreApril 2023 The changing face of growthBy investing in companies at the frontiers of structural shifts we can pursue fantastic returns.
Read moreApril 2023 From Y to Z: Japan’s online powerhouseHow Yahoo! Japan and Z Holdings' conquest of the country’s internet realm unfolded.
Read moreApril 2023 Transformative investmentWhy time travelling to 2050 helps us invest in companies tackling climate change and inequality.
Read moreLong ReadApril 2023 Keystone Positive Conversations 2022We don’t just talk to managements, we listen. A snapshot of Keystone Positive Change’s ESG conversations.
Read moreApril 2023 Rethinking renewablesResearch suggesting faster-than-expected adoption has far-reaching consequences for investors.
Read moreMarch 2023 Climeworks: fighting global warmingClimeworks helps us remove CO₂. We invest in it because we think it can combat climate change.
Read moreApril 2023 Making health insurance manageableHow Elevance Health uses its scale to smooth a path through the US health system’s maze.
Read moreApril 2023 Faith over fearTom Slater on looking beyond tough times to future opportunities.
Read moreApril 2023 Europe’s new growth starsThree companies helping turn the continent from an innovation backwater to a hotspot.
Read moreApril 2023 A tight ship: lessons from AdmiralHow Henry Engelhardt’s entrepreneurial flair helped create the car insurance giant
Read moreApril 2023 Super Mario’s WorldNintendo’s iconic characters profitably mix familiarity with new forms of gameplay.
Read moreApril 2023 Moderna’s new challengeThe mRNA technology behind the Covid vaccine is being directed against other diseases.
Read moreApril 2023 Trip Notes: BrazilEd Whitten travels to Rio de Janeiro and São Paulo to meet companies seeking social impact.
Read moreApril 2023 AI SuperpowersRenowned investor Kai-Fu Lee revisits his prophetic book, five years on.
Read moreApril 2023 Indonesia powers a green transitionThe island nation’s natural wealth makes it crucial to a low-carbon future.
Read moreMarch 2023 Positive Conversations 2022We don’t just talk to managements, we listen. A snapshot of Positive Change’s ESG conversations.
Read more41 MIN WatchMarch 2023 Webinar: the SAINTS approachCo-manager James Dow explains why he believes in the Trust’s focus on sustainable compounding.
WatchMarch 2023 Four questions for growth investorsInvestors must find companies with the key qualities needed to thrive in a stormy economy.
Read moreMarch 2023 Ocado’s robot revolutionThe UK firm is partnering with leading grocers to deploy its automated warehouses worldwide.
Read moreFebruary 2023 The history of Scottish Mortgage Investment TrustHow a trust launched to finance the 1900s rubber boom was transformed into a backer of global technological change.
Read moreFebruary 2023 Japan's smaller starsPraveen Kumar discovers the lesser-known businesses creating premium products in Japan.
Read moreFebruary 2023 Nothing lasts foreverWhy international equity markets shouldn’t be forgotten.
Read moreFebruary 2023 Making sense of the metaverseAuthor Matthew Ball on the next-generation internet and the companies building its foundations.
Read moreFebruary 2023 Monks Research Agenda 2023How can we invest in quality companies in a changing market?
Read moreFebruary 2023 Re-awakening utilitiesUtility companies which can adapt to climate change and the shift to renewables bring the best chance of returns.
Read moreFebruary 2023 Japan: setbacks or permanent change?Our investors’ job is to tell the difference between passing phases and deeper behavioural shifts.
Read moreJanuary 2023 Global Alpha Research Agenda 2023How can we invest in quality companies with the potential to generate sustainable returns in a changing market?
Read moreJanuary 2023 Beauty secrets: sharing Shiseido’s storyMasahiko Uotani, CEO of the Japanese cosmetics giant, discusses its profitable makeover with Iain Campbell.
Read more7 MIN WatchJanuary 2023 Keystone Positive Change: manager insightsInvesting in quality companies driving change, from carbon capture to healthcare, brings growth opportunities.
Watch10 MIN WatchJanuary 2023 Insights: investment research in JapanJapan’s cultural landscape is changing, with implications for companies like Shiseido, CyberAgent and PayPay.
WatchJanuary 2023 Asia and energy transitionExploring the emerging energy opportunities in Asia.
Read moreDecember 2022 ASML: advancing chips to new limitsThe Dutch firm driving progress by making it possible to create more intricate computer chips.
Read moreDecember 2022 A dose of innovationYour money or your health. Marina Record asks if society is ready to pay for health innovation.
Read moreDecember 2022 50 years of European GrowthThe Baillie Gifford-managed Trust tracked half a century of continental turbulence and triumph.
Read moreDecember 2022 Chip WarHow semiconductors bring a competitive world together.
Read moreNovember 2022 Japan trip reflectionsLess foreign visitors, more cashless payments. Donald Farquharson reflects on post-Covid Japan.
Read more42 MIN WatchNovember 2022 Archived Managed Fund: Patient investingMany investors are impatient, but change takes time – the best performance could come to those who wait.
WatchNovember 2022 The dawn of artificial intelligenceHow AI is disrupting all kinds of industries, creating investment opportunities in its wake.
Read moreNovember 2022 China’s cloudWhy cloud computing is developing differently in the world’s most populous nation.
Read moreNovember 2022 New hopes for curing heart diseaseIn the war against killer heart disease, technology is making huge strides in diagnosis and treatment.
Read moreNovember 2022 Solving the antimicrobial crisisIf we don’t tackle the AMR crisis now, it could be the world’s biggest killer by 2050.
Read more4 MIN WatchNovember 2022 Archived Manager insights: Pacific HorizonPacific Horizon Investment Trust manager Roderick Snell gives updates on the portfolio and investing in Asia.
WatchNovember 2022 Investing in net zeroDetail of Baillie Gifford’s first set of NZAMi climate commitments and targets.
Read moreNovember 2022 Archived Finding opportunities in the gloomStock market falls can create rich pickings for the optimistic investor.
Read moreOctober 2022 Embracing the unpredictableThe ‘what if…?’ questions are the most important of all.
Read moreOctober 2022 Nintendo: investing in the home of MarioWhy Fusajiro Yamauchi’s business remains a fascinating opportunity for growth investing.
Read moreOctober 2022 A theory of radical changeWhy a ‘deep transition’ may have started to deliver a more sustainable age.
Read moreOctober 2022 Rethinking where growth comes fromPartner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.
Read moreOctober 2022 Archived Inflation: analysing resilienceFour ways to consider growth companies’ ability to deal with rising prices.
Read moreSeptember 2022 Tapping global brainpowerHow Baillie Gifford’s mutually beneficial network of academic connections makes us see the world differently.
Read moreSeptember 2022 Archived Kering: luxury created with riskHow the group gives its creatives the freedom to spark love-it-hate-it reactions.
Read moreSeptember 2022 Trust trip notes: Tel AvivIsrael is a nursery for innovative startups, sponsoring growth firms in fields from biofood to cyber security.
Read moreSeptember 2022 Archived Drive: rethinking motivationWhat companies get wrong when trying to get the best out of their workers.
Read moreSeptember 2022 Snow Peak’s outdoor heiressCompany director Lisa Yamai is changing attitudes by proving a young female leader can boost performance.
Read moreSeptember 2022 Investing in a changing ChinaPresident Xi Jinping’s plan to reshape Chinese society means opportunities for innovative little giants.
Read moreSeptember 2022 Archived Monks: how diversity beats adversityHaving a varied portfolio allows the trust to navigate volatile periods and focus on the long term.
Read moreSeptember 2022 Investing in the champions of EuropeManufacturing, green tech and services entrepreneurs are enticing investors as they catch up to the US and China.
Read moreSeptember 2022 Archived Compound interest: the snowball effectCompanies reinvesting profits to supply outperformance over decades are the market’s unsung heroes.
Read moreSeptember 2022 UK Growth Trust: home focusCompanies solving big problems in healthcare, fintech and AI, are proving the UK is an exciting place to invest.
Read moreLong readSeptember 2022 Archived EnlightenmentOpportunities in the gloom, radical change, inflation resilience and more from our fund teams.
Read moreSeptember 2022 Archived Growth investing: hunting the outliersIt’s not about growth or value. It’s about the few companies that drive stock market returns.
Read more11 MIN WatchSeptember 2022 Archived A decade of discoveryA focus on growth and innovation has led to exciting finds such as Tesla and Ocado.
Watch5 MIN WatchSeptember 2022 Archived Introducing: Sustainable Multi AssetLindsey Knight and Scott Lothian discuss the new fund and why it brings opportunities for strong, stable returns.
WatchSeptember 2022 Small islands, lots of energyHow Orkney’s renewable energy projects can inform our investment choices.
Read more47 MIN WatchSeptember 2022 Archived Global Discovery webinarDouglas Brodie discusses investing in small companies, recent performance amid volatility and opportunities.
Watch6 MIN WatchSeptember 2022 Archived UK Growth Trust Manager InsightsIn volatile times, focusing on the fundamental long-term opportunities of our holdings is key.
Watch6 MIN WatchAugust 2022 Archived US Growth Trust: Manager InsightsGary Robinson, co-manager of the US Growth Trust, explains why we stay focused on fundamentals in uncertain times.
WatchAugust 2022 Archived Keystone Positive Change Impact Report 2021The Positive Change Team’s impact report, covering our activity and plans for the future.
Read more8 MIN WatchAugust 2022 Archived Monks Investment Trust Manager InsightsJon Henry discusses changes to the portfolio, the impact of inflation and optimism in periods of volatility.
Watch7 MIN WatchAugust 2022 Archived Managed Fund: Sticking to our knittingGrowth investing means staying with promising firms. Despite recent underperformance, we’ll continue to do so.
Watch5 MIN WatchAugust 2022 Transforming the future of healthcareSupporting companies with the potential to transform the field of healthcare and generate attractive returns.
WatchLong readAugust 2022 Sustainable Growth Sustainability ReportThe Sustainable Growth team on climate change, carbon emissions and sustainable growth companies.
Read moreJuly 2022 Cultivating change in the meat industryDemand for meat is growing, but traditional production is costly. Could in vitro agriculture be our panacea?
Read moreLong readAugust 2022 Archived Positive Change Impact Report: 5th Year 2021/22The Positive Change Team’s latest impact report, covering our activity over the last five years and plans for the future.
Read moreJune 2023 Trust history: Pacific HorizonHow Baillie Gifford’s Asia-focused investment trust rode the tiger of growth.
Read moreJuly 2022 A smörgåsbord of innovation.Sweden tops the charts for original thinking, from family businesses to founder-run companies.
Read moreJuly 2022 Archived China: the Year of the Tiger.Despite new regulations, now may be the best time to pounce and hold select Chinese stocks.
Read moreJuly 2022 Archived Sir Isaac Newton’s folly.How the 18th-century mathematician lost a fortune to groupthink.
Read moreJuly 2022 Archived Emerging Markets: Five Questions.How does the BG Managed Fund view prospects, ESG and regulation in relation to Emerging Markets?
Read moreJune 2022 Why patience mattersEndurance and imagination are key ingredients for quality growth investing.
Read moreJune 2022 Archived Actual investing in action.In volatile markets, our investment trust managers focus on being on the right side of structural change.
Read moreJune 2022 Archived Revaluation, dislocation and recession.Growth stocks have crashed down to earth. Has growth had its day or will it come back stronger?
Read moreJune 2022 Study guidesAcademic partnerships that generate new ideas
Read moreJune 2022 China’s leapfrog shopping appsSmartphone-centric retailers drive innovation.
Read moreJune 2022 Investing in decarbonisationSpotting companies with potential in the renewables, energy storage and carbon reduction sectors.
Read more43 MIN WatchJune 2022 Study guidesAcademic partnerships that generate new ideas.
WatchJuly 2022 What makes companies resilient to inflation?Baillie Gifford’s Risk Team has been considering how firms can reduce their vulnerability to rising prices.
Read moreJune 2022 Archived Infinite progress.Why new ideas will continue to spur on wealth and wellbeing.
Read moreJune 2022 The fight for your free timeDisruptive change within the entertainment world creates a wealth of opportunity.
Read more44 MIN WatchJune 2022 China’s leapfrog shopping appsSmartphone-centric retailers drive innovation.
Watch42 MIN WatchJune 2022 Investing in decarbonisationSpotting companies with potential in the renewables, energy storage and carbon reduction sectors.
Watch43 MIN WatchJune 2022 The fight for your free timeDisruptive change within the entertainment world creates a wealth of opportunity.
WatchJune 2022 Pole position.Tyre maker Bridgestone is poised to benefit from next-generation road vehicles.
Read moreJune 2022 Trip Notes: Helsinki.European Growth Trust manager Stephen Paice dips a digital toe into Slush’ event for hot start-ups.
Read moreLong readJune 2022 Archived Enlightenment.Infinite progress, Isaac Newton’s folly, the Year of the Tiger and more from our fund teams.
Read moreMay 2022 ESG v sustainabilityThe questions we should consider to avoid being led astray by ESG risk scores.
Read moreMay 2022 Impact, Ambition and TrustIf ESG scores are not the answer, how does Global Income Growth Team’s ESG approach measure up?
Read moreMay 2022 MercadoLibre: the Latin liberatorLawrence Burns discusses the fintech disrupting Latin America’s banking and retail industries.
Read moreMay 2022 The future of education.For digital learning companies that can balance accessibility and profits, the opportunities are vast.
Read moreMay 2022 India’s data-driven growth stocks.Pacific Horizon spots investment opportunities in a smartphone-transformed nation.
Read more4 MIN WatchMay 2022 Archived Shin Nippon Manager Update.Praveen Kumar, investment manager of Baillie Gifford Shin Nippon PLC gives an update on the performance of Shin Nippon over the past year and shares the team’s views on the long-term outlook for Japanese smaller companies.
WatchLong readMay 2022 The long viewThe enduring power of Moore’s Law and other factors that might matter in the next decade of investing.
Read moreMay 2022 Emerging Markets: the possibilistUnderstanding the difference between pessimism and possibility in Emerging Markets.
Read moreMay 2022 Archived Transformational thinkingScottish Mortgage’s departing joint manager James Anderson talks to its deputy Lawrence Burns.
Read moreMay 2022 Archived Positive Conversations Keystone 2021.Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.
Read moreApril 2022 Casting the net wider.Monks seeks profit and resilience from its diversified growth stocks portfolio.
Read moreApril 2022 InfluencersJames Anderson credits the great minds who shaped his theories about the evolving world.
Read moreApril 2022 Future impacts.Four ways Keystone Positive Change’s holdings can benefit the environment and society.
Read moreApril 2022 China’s move to renewable energySolar power and cheap green energy makes for a promising future.
Read moreApril 2022 Buying into private companies.Baillie Gifford’s approach to private companies? As we’ve always invested, for the long term.
Read moreLong readApril 2022 Archived Positive Conversations 2021Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.
Read more10 MIN WatchApril 2022 Archived SAINTS: A year in review and looking ahead.The Scottish American Investment Company share an update on performance and ESG.
WatchMarch 2022 Global Alpha 2022 Research AgendaIn their Research Agenda for 2022, the investment managers consider the benefits of deep work in helping them find growth opportunities.
Read moreMay 2023 The history of Baillie Gifford Shin NipponThe smaller companies trust has thrived by seeking out Japan’s disruptive innovators.
Read moreLong readMarch 2022 Archived Enlightenment.Europe’s perceptual shift, virtual communities, workers’ rights and more from our fund teams.
Read moreMarch 2022 A dream within reachNew technologies, plummeting costs and our own changing behaviours all promise progress in the energy transition– just don’t expect it to come in a straight line.
Read more12 MIN WatchFebruary 2022 Actual ESGInvesting in great growth companies to make a big difference.
WatchFebruary 2022 Archived The value in growth investing.One says “growth”. The other says “value”. But that’s not what investors should be focusing on.
Read moreFebruary 2022 A private companies approach to ESG.The special considerations at play when we invest in high-growth, late-stage unlisted firms.
Read moreFebruary 2022 Archived Long-term investing and market volatility.James Budden on holding your nerve through short-term setbacks and supporting exceptional growth companies.
Read more39 MIN WatchFebruary 2022 Archived Riding Growth Waves Webinar.Good investing takes quick reactions as well as a long-term vision.
WatchJanuary 2022 The university shaping global techWhy so many tech founders and CEOs have emerged from the Indian Institutes of Technology.
Read more7 MIN WatchJanuary 2022 Archived Responsible Global Equity Income Fund.Toby Ross and Diane Esson reflect on the past three years of the Responsible Global Equity Income Fund.
WatchLong readJanuary 2022 Edinburgh Worldwide: a global history.How an international outlook was built in from the start by the investment trust’s founder Robert Fleming.
Read moreFebruary 2022 Archived Managed Fund, Top Five US Questions.Kirsty Gibson answers the key questions investors are asking of the Managed Fund’s US champions.
Read moreJanuary 2022 Health Innovation: impact and ESG.Why the forthcoming Health Innovation Impact Strategy should focus minds.
Read moreJanuary 2022 Archived Sandpile avalanches and stock prices.Equity investing in times of catastrophic change.
Read moreJanuary 2022 Archived China’s dividend racehorses.New opportunities for income investors seeking growth and steady payouts.
Read more7 MIN WatchJanuary 2022 Archived Baillie Gifford European Growth Trust AGM.Moritz Sitte, co-manager of the Baillie Gifford European Growth Trust, gives an update on investment philosophy, portfolio activity and positioning, and outlook.
WatchJanuary 2022 Nurobots: delivering with autonomous vehiclesYour pizza delivered by a driverless autonomous vehicle? That’s only the beginning for Nuro.
Read moreDecember 2021 Archived Japan’s net zero efforts blossom.The firms doing pioneering work to produce renewable energy and eco-friendlier transport.
Read moreDecember 2021 Diverse and disruptive.The Monks Investment Trust’s growth-focused stock picking strategy.
Read moreDecember 2021 Glasgow Climate PactFor Global Stewardship, climate opportunities go hand in hand with climate challenges
Read moreDecember 2021 Archived Making Waves.Changing the world starts with investing in companies addressing global challenges.
Read more41 MIN WatchDecember 2021 The ‘S’ of ESG: intangible valueESG experts Marianne Harper Gow, Ed Whitten and Abhi Parajuli talk about the Social aspect of ESG in the context of investing.
WatchDecember 2021 Archived Six reasons for Japan optimism.Manager Matthew Brett offers six predictions for the Baillie Gifford Japan Trust’s fifth decade.
Read moreDecember 2021 Archived Enlightenment.Racehorse dividends, sand avalanches, blossoming eco efforts and more from our fund teams.
Read moreNovember 2021 Archived Resilience Rewarded.Three lessons learned over the High Yield Bond Fund’s 20 years of debt investing.
Read more49 MIN WatchNovember 2021 Towards Net Zero: Reflections on COP26Tim Garratt, Michael Pye and Caroline Cook reflect on the investment implications of arguably the most significant meeting of world leaders this millennium, COP 26.
WatchNovember 2021 Japan stocks: investing in growth.As the Baillie Gifford Japan Trust turns 40, robotics and cosmetics are on its manager’s mind.
Read moreNovember 2021 We need to talk about inflationCentral banks may find it hard to tackle price rises, requiring fine-tuning to fund strategies.
Read moreNovember 2021 The Biological RevolutionThe use of information science to unlock biology is revolutionising our health and wellbeing.
Read moreNovember 2021 Archived The real case for ChinaWillingness to change gives Chinese firms an innovation advantage.
Read moreNovember 2021 Archived How to surf the waves of growthGood investing takes quick reactions as well as a long-term vision.
Read more10 MIN WatchNovember 2021 Archived Managed Fund: Manager Insights.Inflationary pressures and ESG opportunities are among matters on the fund managers’ minds.
WatchNovember 2021 Joining forces to achieve net zero.Baillie Gifford signs up to an asset managers initiative as COP26 begins.
Read moreNovember 2021 Archived Mapping VeganvilleCan plant-based foods save the planet? Investment manager Brian Lum explores changing attitudes.
Read moreOctober 2021 The switch to sustainable foodPlant-based proteins, hi-tech tractors and vertical farms are set to disrupt agriculture.
Read moreOctober 2021 The future of transportElectric cars on the road and flying taxis in the air will change the way people commute and live.
Read moreOctober 2021 Healthcare’s biotech revolutionA convergence of technologies is paving the way for advances in our understanding of biology.
Read moreOctober 2021 Digital payments in a cashless futureDisruptive fintechs are paving the way to a world without physical money.
Read moreOctober 2021 Archived China’s Generation Z.The under-25s discuss their appetite for social shopping apps and home-grown cosmetics brands.
Read moreOctober 2021 Archived Seismic shifts.Companies benefiting from explosive change brought on by the pandemic.
Read moreOctober 2021 Archived Green hydrogen’s promise.Why using renewables to harvest the gas may be the best way for some industries to reach net zero.
Read more46 MIN WatchOctober 2021 Harnessing growth for the next decadeInvestment manager Malcolm MacColl and Senior Governance and Sustainability Analyst Kieran Murray outline believed growth drivers and the development of Global Alpha’s ESG process.
Watch13 MIN WatchOctober 2021 Highlights Video: Harnessing growth for the next decadeWatch the highlights from the recent Global Alpha webinar: Harnessing growth for the next decade.
WatchWatchOctober 2021 IDEAS Conference 2021.With a focus on the future of mobility, the speakers discuss the ideas that will shape the way we live and work, and the companies that will drive disruption and innovation.
WatchOctober 2021 A conversation about sustainabilityOur long-term investors know that investing sustainably is a plus for value creation.
Read moreOctober 2021 China’s gen Z+How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.
Read moreOctober 2021 Lessons from BessembinderWhat a US academic taught us about the companies that outperform.
Read moreOctober 2021 India’s ‘missing’ female workersWomen dropping out of employment should weigh on investors’ minds.
Read moreOctober 2021 Supporting ESG improversInvestors can have the most impact by focusing on sustainability laggards, not leaders.
Read moreOctober 2021 Misguided metricsWhy emerging markets firms struggle to get high ESG scores
Read moreOctober 2021 Time travel investingEvaluating emerging market stocks by taking a mental leap into the future.
Read moreOctober 2021 Archived Microfinance for the masses.Gojo’s founder explains his plan to serve 100 million of the world’s poorest people.
Read moreOctober 2021 Archived Thriving after adversity.Why cyclical stocks such as Ryanair and Rio Tinto are comeback kings.
Read moreSeptember 2021 Archived Long-Term Return Expectations update.Decarbonisation and baby boomer spending are set to drive asset prices over the years ahead.
Read moreSeptember 2021 An appetite for ordered chaos.Why loosening control can help companies become more innovative.
Read moreFebruary 2023 The history of The Baillie Gifford Japan TrustLaunched in Japan's great economic boom, the trust thrived in the lost decades after the bubble burst.
Read moreAutumn 2021 Archived Trust magazine.Distrust of ESG metrics, AI health breakthroughs, comeback king stocks and more from our trusts.
Read the latest issueSeptember 2021 Investing in Climate Solutions.How do we save a planet? Paulina Sliwinska invests in the companies tackling climate change.
Read moreWatchSeptember 2021 Archived US Growth Trust Manager Insights.Behavioural shifts caused by Covid prompt changes to Baillie Gifford US Growth Trust’s portfolio.
WatchWatchSeptember 2021 Archived Monks Investment Trust Manager Insights.Monks Manager Spencer Adair looks beyond the noise of recent months to the longer term.
WatchSeptember 2021 Archived Climate-Informed Long Term Returns Expectations.Will the climate crisis response alter asset class returns? The Multi Asset Team investigates.
Read moreAugust 2021 Archived Enlightenment.Digitising China, lessons from Venice, picking cultural outliers, and more from our fund teams.
Read moreAugust 2021 sennder: Helping Truckers Cut Costs and Carbon.sennder’s co-founder explains how its software platform helps truckers carry fuller loads.
Read more8 MIN WatchJuly 2021 Archived Baillie Gifford UK Growth Trust plc Manager Insights.Investment manager Milena Mileva gives an update on the philosophy, positioning and activity of the Baillie Gifford UK Growth Trust portfolio.
WatchJuly 2021 Rocket manLife on Mars might seem far-fetched, but Scottish Mortgage is prepared to embrace the radical thinkers striving to get us there.
Read moreJuly 2021 Why Companies Should Embrace ChaosThe nimblest firms are often those that don’t fight disorder but embrace it, according to Visa founder Dee Hock.
Read moreJuly 2021 Strategy Overview.A brief summary of Baillie Gifford’s beliefs, purpose and strategy.
Read moreApril 2023 The history of The Monks Investment TrustHistorian John Newlands outlines the story of the Monks Investment Trust hard-fought growth.
Read moreJune 2021 Archived Clusters, Computers, and Classic RockFind out why small companies are one of the richest hunting grounds for long-term growth investors.
Read moreJune 2021 Archived Baillie Gifford Managed Fund: can it continue to thrive?The Managed Fund was launched in 1987, so has weathered plenty of crises before.
Read more45 MIN WatchJune 2021 Archived Baillie Gifford Shin Nippon Investment Trust Webinar.Praveen Kumar, manager of the Baillie Gifford Shin Nippon Investment Trust, discusses how to approach high-growth investing in a country that has a low-growth economy, the economy in question being that of Japan. Praveen explains that as fundamentally bottom-up, long-term stock pickers, we try to ignore short-term trends and predictions, and focus on finding smaller cap Japanese companies with huge potential over the long term.
WatchJune 2021 History of Keystone Positive Change Investment TrustHistorian John Newlands looks back at the origins of the trust and its surprising connections.
Read more7 MIN WatchJune 2021 Archived Baillie Gifford China Growth Trust Manager Insights.Sophie Earnshaw, co-manager of the Baillie Gifford China Growth Trust, gives an update on the philosophy, positioning and performance of the portfolio since Baillie Gifford took over management of the trust in September 2020.
WatchMay 2021 Positive Change - It's Not ObviousPositive Change invests in businesses that can help solve global challenges. But, as Kate Fox explains, the impact that some of the most influential companies have on daily lives is hidden from view.
Read moreMay 2021 Archived Enlightenment.Featuring the news and views of the teams involved in running our funds.
Read moreMay 2021 The history of Baillie Gifford China Growth TrustIn our special series on the histories of investment trusts managed by Baillie Gifford, John Newlands looks back at the Edwardian origins of the China-focused trust.
Read moreMay 2021 The Responsible Approach to ESG Investing.Is our approach to environmental, social and governance (ESG) issues doing more harm than good? Stuart Dunbar, partner at Baillie Gifford, calls for investors to stop counting and start thinking.
Read moreWatchMay 2021 Archived The Monks Investment Trust PLC Webinar.Spencer Adair, newly appointed co-manager of the Monks Investment Trust, explains why the investment approach will not change. He sheds light on the past and current positioning of the portfolio, the fundamental strategy of the team involved, and the core philosophy of Monks that has been largely unchanged throughout the trust’s history.
WatchWatchMay 2021 Archived Japanese Fund Update Webinar.Investment Specialist Thomas Patchett is joined by Matthew Brett, Investment Manager of the Japanese Fund and Japan Trust, to discuss the last twelve months and the positioning and performance of the fund by exploring some of the main themes coming through in the portfolio.
WatchApril 2021 Archived From Crisis To Opportunity.We call our methodology long-term income, not short-term yield. In this paper we share our experience of picking stocks using this growth-focused approach. We explain why we think the best is yet to come for this approach. And we highlight three simple questions we ask of any company when picking stocks for our income-growth portfolio.
Read more51 MIN WatchApril 2021 Archived Baillie Gifford European Growth Trust Webinar.Richard Lander of Citywire hosts a webinar on the European Growth Trust and is joined by Stephen Paice, co-manager of the trust, who aims to answer the question: Are you investing in the right Europe?
Watch5 MIN WatchApril 2021 Archived Shin Nippon - Manager Insights.Praveen Kumar, investment manager of Baillie Gifford Shin Nippon PLC gives an update on the performance of Shin Nippon over the past year and shares the team’s views on the long-term outlook for Japanese smaller companies.
WatchApril 2021 Archived The Baillie Gifford Managed Fund’s UK Champions - Five Burning Questions.The year 2020 felt somewhat surreal for UK investors. Not only was our local economy hit hard by the pandemic, but whole sectors of the stock market came under pressure, including many high-profile firms.
Read moreSpring 2021 Playing To Win.The race is on to secure the loyalty of south east Asia’s increasingly prosperous consumers. Ewan Markson-Brown, manager of Pacific Horizon Investment Trust, tells us why Singapore’s Sea Limited is in pole position.
Read moreApril 2021 Injecting Optimism Into Healthcare’s Future.Could the messenger RNA vaccines deployed against Covid, help fight cancer and other diseases? After a year of crisis, Julia Angeles, co-manager of Baillie Gifford’s Health Innovation Fund, looks at the positive signs.
Read moreApril 2021 Archived Fast Forward.Praveen Kumar, manager of Baillie Gifford Shin Nippon, sees Covid-19’s acceleration of digital trends in Japan – changes in both corporate and consumer behaviour – persisting beyond the pandemic.
Read moreSpring 2021 Japan from a Distance.Banned from travelling during the pandemic, Matthew Brett, manager of The Baillie Gifford Japan Trust, explains the advantage of perspective.
Read moreSpring 2021 Archived Lifetime of Investment.What was meant to be a two-year apprenticeship turned into a transformative career. Charles Plowden, manager of The Monks Investment Trust, tells Colin Donald why he’s retiring from Baillie Gifford on a high.
Read moreSpring 2021 Take-off Platforms.Online trading platforms have transformed the way we put our money to work. Iain McCombie, joint manager of the Baillie Gifford UK Growth Fund, tells Faith Glasgow how these companies brought financial power to the people.
Read moreSpring 2021 Europe’s Digital Ambitions.European companies have quietly built up some of the world’s largest digital platforms for commerce. The next stage will be anything but quiet, Stephen Paice and Moritz Sitte, joint managers of Baillie Gifford European Growth Trust, tell Heather Farmbrough.
Read moreApril 2021 The Future of Mobility - Part 2A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.
Read moreApril 2021 The Future of Mobility - Part 3A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.
Read moreApril 2021 The Future of Mobility - Part 4A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.
Read moreApril 2021 The Future of Mobility - Part 1A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.
Read moreMarch 2021 What I’ve Learned In Four Decades Of Investing.His career spanned big changes in investment – and in the fortunes of Baillie Gifford. Charles Plowden, joint senior partner and manager of Monks Investment Trust, looks at the opportunities ahead.
Read moreWatchMarch 2021 Archived Spotlight On China: Risk Versus Opportunity.Dawn Murdoch, client service manager, speaks to the chair of Baillie Gifford’s China Product Group Ben Buckler. Buckler sheds some light on what he thinks are the most exciting aspects of China today, and how we balance the opportunities and the risks moving forward.
WatchWatchMarch 2021 Archived Scottish American Investment Company - Manager Insights.Investment Manager Toby Ross gives an update on The Scottish American Investment Company P.L.C.
WatchMarch 2021 Humans, a growth speciesOn the back of humanity's innate ability to innovate, invent and improve, Hamish Maxwell is reminded of why growth investing yields such promise over the long-term.
Read moreMarch 2021 Actual ESGThe logic of long-term investing means that companies harming the planet and its people will ultimately be losers.
Read more53 MIN WatchMarch 2021 A Change In Name, A Change Of Strategy, It's All Positive.In this webinar recording, Rosie Rankin, a specialist on the Positive Change Team, speaks to Kate Fox and Lee Qian, investment managers of the Keystone Positive Change Investment Trust. The managers give a presentation on the details of the trust and some of the companies in which it invests, followed by questions from the attendees.
WatchMarch 2021 Archived Enlightenment.Featuring the news and views of the teams involved in running our funds.
Read moreWatchFebruary 2021 Archived US Growth Trust Webinar.Fraser Thomson, client director, talks to Gary Robinson, co-manager of the US Growth Trust, and Kirsty Gibson, a key-decision maker and soon-to-be co-manager. The discussion centres around the recent investment environment and our thoughts for the future, all in the context of the investment approach employed by the trust.
WatchWatchFebruary 2021 Archived American Fund Webinar.In this webinar recording, US Equity strategy specialist Ben James talks to all four key decision makers of the American Fund portfolio, Tom Slater, Kirsty Gibson, Gary Robinson and Dave Bujnowski. The team explore the thought processes that have helped them navigate the challenge of maintaining a 5-10 year investment horizon during what has been a year of rapid change, followed by questions from attendees.
WatchWatchFebruary 2021 Keystone Positive Change Investment Trust - Introduction.The aim of the Keystone Positive Change Investment Trust is to deliver attractive investment returns on behalf of shareholders over the long term, and to help shareholders contribute towards a more sustainable world. Investment managers Kate and Lee explain how they hope to do this.
WatchWatchFebruary 2021 Archived Managed Fund - Manager Insights.Lucy Haddow, product specialist, speaks to investment managers Steven Hay and Iain McCombie about the Managed Fund, as they reflect on 2020 and look forward to what’s to come.
WatchFull Year 2020 Archived Positive Conversations.This document looks at the contribution of the Positive Change portfolio to society through its business practices and focuses on our approach to engagement with the companies owned on behalf of our clients.
Read moreJanuary 2021 Sustainable investing: Finding the innovative companies of the future.Investment manager Lee Qian learned first-hand the difference growth made to China. He explains how innovative firms can help nurture economic expansion, while creating a more sustainable world.
Read more10 MIN WatchJanuary 2021 Archived Baillie Gifford European Growth Trust AGM.Stephen Paice, investment manager of the Baillie Gifford European Growth Trust plc, gives an update on investment philosophy, performance, portfolio positioning and outlook.
Watch11 MIN WatchJanuary 2021 Archived Edinburgh Worldwide Investment Trust AGM.Douglas Brodie, investment manager of the Edinburgh Worldwide Investment Trust, reflects on the past year, gives some insight into the current positioning of the portfolio and sheds some light on what could be some exciting opportunities in the future.
WatchDecember 2020 Innovation: Why it’s Crucial for SustainabilityLee Qian, Investment Manager in Baillie Gifford’s Positive Change Strategy, tells us why we should harness innovation and economic growth to create a more prosperous, sustainable and inclusive world.
Read moreDecember 2020 How COVID is changing the way we shop.The digital disruption of the high street accelerated during the pandemic. Baillie Gifford’s Moritz Sitte explores the innovative ways in which European retailers are reshaping the future of shopping.
Read moreDecember 2020 Muscle for the Rebound.Challenging circumstances function as a litmus test, from which the strongest business models survive, and even, thrive. During 2020 your Strategic Bond Fund has sought to invest in businesses that can do just that.
Read moreAutumn 2020 Archived Fantasy Figures: Games WorkshopWith hits like Warhammer, this gaming company inspires a sense of community which brings huge growth potential
Read moreNovember 2020 Archived Monks - Staying Ahead of Change.Few things matter more to an investor than understanding and anticipating change. As we celebrate 15 years of Global Alpha, we share some thoughts on how the portfolio, our process and the team have developed over time.
Read moreAutumn 2020 Archived Japan's Great Wave of Change.Traditions die hard in Japan, but a crisis often sparks accelerated change and innovation. Praveen Kumar, manager of Baillie Gifford Shin Nippon and deputy manager of the Baillie Gifford Japan Trust, talks about the upstarts making inroads.
Read moreAutumn 2020 Archived No-Trip Notes.Prevented from criss-crossing the globe in search of exciting young companies, Douglas Brodie, manager of Edinburgh Worldwide Investment Trust, reflects on life under lockdown.
Read moreAutumn 2020 Archived The Future for Dividends.After navigating the treacherous waters of the dividend crisis James Dow, joint manager of SAINTS, says it’s time to look east for income opportunities.
Read moreAutumn 2020 Archived The Global Shop Assistant.Gary Robinson, Baillie Gifford US Growth Trust joint manager, on how Shopify conquered the web.
Read moreNovember 2020 Archived Japan’s Software Disruptors.How does a company de-age? Jared Anderson thinks about how Japanese companies are changing their working practices to meet modern expectations.
Read moreNovember 2020 Archived Investing in biotechnologyThe starting point for investing in biotechs is science that is credible, scalable and differentiated. But that on its own does not guarantee a commercially successful business. The Health Innovation Team share their approach to investing in biotech at a time when the pace of innovation is exploding and the possibilities are endless.
Read moreAutumn 2020 Archived The Rise of Reliance.Baillie Gifford’s Charles Plowden, manager of the Monks Investment Trust, hails a firm whose ambitions match the vastness of the subcontinent of India.
Read moreOctober 2020 Archived Europe's Tech Awakening.There’s no such thing as a big European tech platform, or is there? Chris Davies explores the rise of European platform businesses, questioning whether they are coming of age.
Read moreOctober 2020 Archived China's Champions.Sophie Earnshaw and Roderick Snell, joint managers of the new Baillie Gifford China Growth Trust, discuss some of their favourite Chinese firms.
Read moreOctober 2020 Archived The Great Divergence Between East and West.China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead.
Read moreOctober 2020 Archived Investing during a pandemicJames Anderson, joint manager of Scottish Mortgage Investment Trust, looks back on how, amid all the coronavirus disruption, the case for growth stocks strengthened as the crisis unfolded
Read moreWatchSeptember 2020 Archived US Growth Trust - Manager Update.Gary Robinson, co-manager of the Baillie Gifford US Growth Trust, explains why he thinks the major behavioural shifts we’ve seen in recent time are here to stay, and talks about which opportunities in particular he is most excited about.
WatchSeptember 2020 Archived Scale as a ServiceCompanies become more efficient as they grow. In the past, that involved big capital outlays and was bad news for challengers. However, as Gary Robinson explains, entrepreneurs can now rent the essential tools from cloud platforms, enabling them to compete more easily.
Read moreSeptember 2020 Archived Asking the right questionsIntegrating ESG into company research requires rigour, nuance and a long-term perspective says Marianne Harper Gow.
Read moreSeptember 2020 Archived Re-focusing on the Future: China.Roderick Snell and Sophie Earnshaw, co-managers of the China Growth Trust explain why they are excited about China, why they believe Baillie Gifford is the right manager for the trust, and what their investment approach will look like.
Read moreWatchSeptember 2020 Archived The Monks Investment Trust PLC – Manager Update.Jon Henry, client director, talks to Charles Plowden and Spencer Adair, investment managers on the Global Alpha Team, about their investment approach, the performance of Monks, how the Trust is positioned and what we are excited about moving forward.
Watch5 MIN WatchSeptember 2020 A shocking revelation: capitalism can power positive changeEveryone wants to make a difference, and capital thoughtfully and responsibly deployed is a powerful mechanism for change. In seeking out companies whose products and services are providing solutions to global challenges, we believe a proactive investment approach can also be the basis of attractive investment returns. Investment Managers Kate Fox and Lee Qian explain why positive change really matters.
Watch10 MIN WatchSeptember 2020 Archived Baillie Gifford China Growth Trust plc.Roderick Snell and Sophie Earnshaw, co-managers of the China Growth Trust talk to Alex Blake, Investment Trusts Director, on why we’re excited about China, why we believe Baillie Gifford is the right manager for the trust, and what our investment approach will look like.
Watch9 MIN WatchJuly 2020 Archived UK Growth Fund Manager Update.Investment manager Iain McCombie gives an update on the positioning and activity of the Baillie Gifford UK Growth Fund portfolio.
WatchWatchJuly 2020 Archived Health Innovation: it’s time to rethink what the word ‘healthcare’ meansWe are in an era of great convergence. The Health Innovation strategy seeks to support this era of change by looking out for innovative and pioneering companies that have the potential to bring substantial improvements to human health and healthcare systems.
WatchWatchJune 2020 Archived Monks – Long-Term Stewards.Charles Plowden explains how long-term stewardship is one of the four golden threads that weaves together to form the Monks investment strategy.
WatchJuly 2020 Archived Positive Change Impact ReportFor Full Year 2019, updating on contributions towards a more sustainable and inclusive world.
Read moreJune 2020 Archived It's Time to Look East.First to emerge from the coronavirus pandemic, the Asia ex Japan region is in robust health and its innovative companies are thriving. Roderick Snell surveys the Asian landscape and argues that Asia is where to look for superior long-term growth.
Read moreJune 2020 Archived The Atlases of the Modern Economy.You can’t predict the future, but you can prepare for it by investing in those businesses that will help create it. Jenny Davis turns to history to provide some context as to why she believes the unsung heroes of the modern economy will be the titans of the future.
Read moreJune 2020 Archived A view from the midst of the pandemicTechnological developments over recent decades mean reality has outpaced the science fiction of his youth since Mark Urquhart joined Baillie Gifford almost 25 years ago. Now, scanning the Covid-19 driven global economy, he sets out his enthusiasm and expectations for the next decade and beyond.
Read more7 MIN WatchJune 2020 Archived Japanese Smaller Companies Fund and Shin Nippon PLC – Manager Insights.Praveen Kumar, investment manager of Japanese Smaller Companies Fund and Baillie Gifford Shin Nippon PLC, explains how Covid-19 will accelerate changes in the behaviour and working practices of corporate Japan and why this should result in numerous growth opportunities for fast-growing, nimble and disruptive smaller business.
WatchJune 2020 Archived What’s the Purpose of Investing?The true meaning of investment has been buried in a flurry of jargon, pseudo-science and fixation on quarterly results. Baillie Gifford partner Stuart Dunbar backs a return to basics.
Read moreMay 2020 Archived It’s time to rethink what the word healthcare means.We’re living longer, but are we living better? Baillie Gifford’s Health Innovation team is searching for companies whose cutting-edge science and innovative therapies are redefining healthcare. Put simply, healthcare has never looked as good for those seeking more from their investment.
Read moreApril 2020 Archived Wanted – Bond Champions.Yields at low or even negative rates have prompted questions about the relevance of investing in bonds. Phil Annen remains a fan. And he explains why, insisting this is an asset class that can still form a key part of an actively-managed, balanced portfolio and offer attractive returns.
Read moreApril 2020 Archived How to Invest in Equities and Stay SaneThe best investment advice doesn’t grow old. When former Baillie Gifford Partner Edward Hocknell wrote ‘How to Invest in Equities and Stay Sane’ back in 2012, ‘global pandemic’ was just one on a list of scenarios for business continuity managers and civil servants to plan for.
Read moreApril 2020 Archived Fighting a Pandemic with Technology.Medical developments are increasingly dependent on technology. Baillie Gifford investors look at some of the more innovative companies and their importance in the current pandemic, as well as considering how the situation we are living through will lay the foundations for a new era in healthcare, underpinned by data.
Read moreApril 2020 Archived The Great Dividend Crisis.James Dow, co-head of Baillie Gifford’s equity income strategies, argues that dividend investors should avoid traditional high-yielding stocks, which are likely to disappoint given probable constraints on their reverting to the pre-crisis mean. The task, he concludes, is to look ahead to the global, high growth companies likely to be big providers of the future.
Read moreApril 2020 Archived How the Pandemic May Change Things.Are the abrupt changes brought about by the coronavirus (Covid-19) temporary or permanent? Dave Bujnowski considers how a post-coronavirus future may look, and where the biggest changes might be.
Read moreApril 2020 Archived Staying Positive.In a time of great uncertainty, staying positive is easier said than done. Amidst the personal and professional challenges we all face, it can be hard to remain optimistic. Our experience of investing for Positive Change tells us that optimism is the only way forward.
Read moreMarch 2020 Archived Navigating a Stock Market Crisis.With a pandemic causing dramatic falls in global stock markets, these are anxious times for investors. But as Baillie Gifford partner Scott Nisbet explains in our podcast series Short Briefings on Long Term Thinking, the firm has witnessed similar shocks before.
Read more6 MIN WatchMarch 2020 UK Stock Stories - Abcam and HomeserveInvestment managers Iain McCombie and Milena Mileva give some examples of companies within the UK portfolio that show exciting growth potential.
Watch5 MIN WatchMarch 2020 European Stock Stories.Investment managers Stephen Paice and Moritz Sitte give some examples of European companies that tick all the boxes and show exciting growth potential.
WatchSpring 2020 Writing you can trust.Curious about our investment thinking? Want to find out more about the entrepreneurs and companies of the future?
Read the latest issueWatchFebruary 2020 Archived SAINTS Annual Update.Investment manager James Dow gives un update on the The Scottish American Investment Company P.L.C.
WatchMarch 2020 Archived The Second Space AgeFifty years after Apollo 11, can a fresh wave of innovation in space technology open new frontiers and promising investment opportunities? Investment manager, Luke Ward looks across the gulf of space and gives us his views.
Read moreFebruary 2020 Archived Healthcare Innovation.We’re living longer, but are we living better? Baillie Gifford’s Health Innovation team is searching for companies whose cutting-edge science and innovative therapies are redefining healthcare. Put simply, healthcare has never looked as good for those seeking more from their investment.
Read more4 MIN WatchFebruary 2020 Archived Multi Asset Income Fund - Annual Retrospective.Investment managers Steven Hay and James Dow reflect on the first full year of the Multi Asset Income Fund.
WatchWatchFourth Quarter 2019 Archived Watsco - A Cool Investment.Investment manager Toby Ross discusses recent investment, Watsco.
WatchNovember 2019 Archived Continental Blend – The Case for European Companies.Managers Stephen Paice and Moritz Sitte on the Baillie Gifford European Growth Trust plc.
Read moreNovember 2019 Archived Dominators vs Disrupters - The Future of Industrial Robotics.The big four incumbents in robotics are gearing up for a challenge. In a reshaping global industry, they are readying themselves for the march of the cobots.
Read moreLong ReadOctober 2019 Archived Learning from AcademiaOur support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology.
Read moreFourth Quarter 2019 Archived Positive Conversations.An accompaniment to our annual Impact Report using a different lens to look at the contribution of the Positive Change portfolio to society.
Read moreThird Quarter 2019 Archived Engaging on… Responsible Taxation.Toby Ross on how we engage on responsible taxation.
Read more4 MIN WatchFourth Quarter 2019 Corporate Scandals That Changed the Course of CapitalismCivil society has increasingly questioned and challenged corporate behaviour and activity since the 1960s. This film documents a number of corporate disasters that have caught the public attention over the last 75 years, and have led to some profound changes.
WatchAutumn 2019 Writing you can trust.Curious about our investment thinking? Want to find out more about the entrepreneurs and companies of the future?
Read the latest issueWatchThird Quarter 2019 Archived Baillie Gifford UK Growth Fund plc - Stock Stories.Investment managers Iain McCombie and Milena Mileva give an update on the Baillie Gifford UK Growth Fund plc and discuss some examples of companies within the portfolio that show exciting growth potential.
WatchSecond Quarter 2019 Archived Fast Fashion.Investment Manager, Kate Fox explores how fashion might evolve from eco-culprit to eco-warrior, and where investment opportunities might arise along the way.
Read moreSecond Quarter 2019 Archived A Spotlight on Climate Change.Governance and Sustainability analysts Michelle O’Keeffe and Laura Thomson answer some of the most common climate change questions they are asked in relation to climate change and Baillie Gifford’s position regarding it.
Read more6 MIN WatchMay 2019 Introduction to the Managed FundSince 1987, the Managed Fund has exemplified that sometimes the simplest solutions can be very successful. Iain McCombie and Steven Hay explain how the fund can help you solve the puzzle of investing in a complex world.
WatchSecond Quarter 2019 Archived Bricks and ClicksWith online companies currently dominating sales, it is widely expected that the need for tangible stores will continue to decrease, but Baillie Gifford has spotted a rise in forward-thinking companies who are utilising physical spaces to provide an innovative and interactive shopping experience.
Read moreFirst Quarter 2019 Archived SAINTS on Track for Income and Growth.Results season has been in full swing for the last few months. James Dow and Toby Ross, co-managers of SAINTS, chalk up the scores at the end of a year that has left them feeling optimistic about the future.
Read moreSecond Quarter 2019 Archived The Whole Story.In Baillie Gifford we have a very different perspective on 2018, and hence the future, than the one you will be used to reading about.
Read moreSecond Quarter 2019 Archived The Death of Alzheimer’sAs lifespans increase, more of us will inevitably encounter Alzheimer’s. Thankfully, new advances mean that we may be approaching a breakthrough in treating the disease. The Death of Alzheimer’s asks how Baillie Gifford can support this effort.
Read moreSpring 2019 Writing you can trust.Curious about our investment thinking? Want to find out more about the entrepreneurs and companies of the future?
Read the latest issueFirst Quarter 2019 Archived Riding the gravy trainThe investment management industry is often accused of failing to put clients’ interests first. Tom Coutts investigates and considers what we should be doing differently.
Read moreWatchFirst Quarter 2019 Archived The Baillie Gifford Responsible Global Equity Income Fund.The Baillie Gifford Responsible Global Equity Income Fund is the first and only fund of its type in the Global Equity Income sector.
WatchFourth Quarter 2018 Archived Let's Talk About Actual Investing.The task in hand is to remind our clients what investing actually means. Stuart Dunbar makes a passionate plea for 'actual' managers to demonstrate that we have our clients' best interests at heart.
DownloadFourth Quarter 2018 Archived Japan's Return to Dividends.Japan often has a reputation for low dividend payments. Investment Manager, Karen See explains why this has not always been the case in the past and might not be in the future.
Read moreWatchJuly 2018 Archived SAINTS - Seeking an Income that Stays on Track for Years to Come.Join Toby Ross and James Dow, SAINTS’ joint managers, on their travels as they seek out the companies from across the globe that they believe can deliver a dependable and growing income along with capital growth.
WatchSecond Quarter 2018 Archived An End to Kidney Failure.Many patients with kidney failure face an agonising wait for a donor or a life on dialysis. However, as Julia Angeles writes, new technologies may offer a brighter future.
Read moreSecond Quarter 2017 Archived The Technological Revolution.Technological evolution continues to occur at an ever-increasing pace. Douglas Brodie looks at some of the areas likely to see the greatest change in the coming years, and the investment opportunities that will open up as a result.
Read moreFirst Quarter 2017 Archived Does Anyone Remember What ‘Investing’ Actually Means?Stuart Dunbar discusses the woes of what our industry has become alongside the potential opportunities presented by its somewhat over-evolved state.
Read moreFirst Quarter 2017 Archived An End to Cancer?Investment manager Julia Angeles strikes an optimistic note as she explores some of the recent developments in healthcare, which one day she hopes will bring an end to cancer.
Read moreFebruary 2016 Archived Cities of TomorrowJoe Faraday shares his enthusiasm for the importance of cities as growth drivers, explaining how access to world-leading academics and their research has shaped his thinking.
Read moreFirst Quarter 2016 Archived Genomics: Reasons for OptimismJulia Angeles, an investment manager in the EAFE Alpha team, considers how scientific developments have led to changes in the diagnosis and treatment of diseases, and why the current rate of progress is set to accelerate in the coming years. Angeles also explains why she opted to undergo genomic testing.
Read more1 MIN WatchMay 2015 Archived Writing Worth Reading.Although widely admired for intelligent, insightful writing that engages readers, this page-turner has never featured on literary bestseller lists. Nor has there been a scramble for the film rights. But Baillie Gifford’s Trust magazine is a classic in its genre, having earned many plaudits and industry awards.
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